Best Financial Advisors in Aurora, IL

“We enjoy coming every year because Santos is a certified public accountant who is very professional, knowledgeable, honest, friendly, gives great advice, is bilingual, answers questions or concerns that we might have and best of all explains everythi...”

“Friendly staff, Quick service, and affordable price.”

“Rey and his team of professionals create an incredible experience of comfort & confidence in financial expertise and retirement planning.”

“Galaria and Alzena are so thorough and unbelievable at managing your money.”

“Ann is energetic and business savvy!”

“Our close-knit team of seasoned professionals has more than 300 years of combined experience working with entrepreneurs. So it's no surprise that we know small business inside and out, from taxes and audits to payrolls and financial plans. Whatever y...”

“This material has been prepared by a sales or trading employee or agent of D&D Financial Services and is, or is in the nature of, a solicitation. This material is not a research report prepared by D&D Financial Services. By accepting this communicati...”

“Curt is very knowledgeable and I was impressed by his philosophy on financial planning, and how you should be diversified to maintain a robust portfolio.”

“This was especially recognized when he helped us through the personal and difficult situation of making financial and care decisions for my ailing father.”

“As our finances have grown, so have they in their knowledge of the market and 'outside the box' investment vehicles and products to best suit our needs in today's volatile financial marketplace.”

“I had SK Tax Naperville recommended through a friend during the beginning of the pandemic, one of employees helped me catch up on my back taxes and found several ways to keep me financially afloat for almost all of it.”

“Knowledgeable, friendly staff; easy to reach and make appointments; good fund growth.”

“He takes the time to dive into your Financials to ensure the highest legal return possible.”

“We appreciate working with Freddy Garcia, First Vice President-Investments, a trusted advisor who excels in communication, empathy, and strong conviction towards working with us to successfully achieve our lifelong financial goals.”